+29.5%
DLR vs AMIX
-100.0%
+129.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -3.6% | -16.0% | +12.4% | -3.5% |
| 30D | -3.5% | -55.4% | +52.0% | -3.2% |
| 3M | -8.9% | -87.5% | +78.6% | -8.4% |
| 6M | -11.6% | -81.2% | +69.6% | -11.5% |
| YTD | +14.9% | -86.8% | +101.7% | +15.2% |
| 1Y | +6.4% | -91.6% | +98.0% | +6.9% |
| All | +29.5% | -100.0% | +129.4% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling